See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,450 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,913 | $46,732-29.6% | $156,549-79.0% | $55,167-40.3% |
| Participation rate | 82.3% | 65.8%+16.5pp | 84.0%-1.7pp | 69.0%+13.3pp |
| Annual return | 11.97% | 17.72%-5.7pp | 32.23%-20.3pp | 169.23%-157.3pp |
| Employer contribution / active EE | $1,362 | $2,105-35.3% | $5,501-75.2% | $1,963-30.6% |
| Participant deferral / active EE | $1,499 | $2,204-32.0% | $4,871-69.2% | $3,054-50.9% |
| Admin fee / account holder | $181 | $418-56.8% | $13,027-98.6% | $504-64.2% |